Latest Institutional Purchases of Starboard Invt Tr (AGOX)
This list provides information on the latest institutional transactions involving Starboard Invt Tr (AGOX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
38.6K+ 2.75% |
$1.05M - $1.16M
|
1.44M
$40.6M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.1K+ 2.56% |
$547K - $604K
|
808K
$22.8M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 25.76% |
$405K - $447K
|
72.7K
$2.05M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.37K+ 3.38% |
$37.1K - $41K
|
41.8K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
932+ 3.87% |
$25.3K - $28K
|
25K
$704K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
273K+ 16.6% |
$7.27M - $8.09M
|
1.92M
$54.1M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
236K+ 29.18% |
$6.29M - $6.99M
|
1.05M
$29.5M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
154K+ 71.55% |
$4.1M - $4.56M
|
370K
$10.4M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
41.5K+ 16.37% |
$1.1M - $1.23M
|
295K
$8.31M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.3K+ 5.59% |
$752K - $835K
|
534K
$15M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$584K - $649K
|
21.9K
$618K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.2K+ 7.22% |
$458K - $509K
|
256K
$7.2M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
16.8K+ 8.27% |
$447K - $496K
|
220K
$6.19M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.2KNew |
$378K - $421K
|
14.2K
$401K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.1KNew |
$376K - $418K
|
14.1K
$398K
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.4K+ 4.65% |
$303K - $337K
|
257K
$7.23M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.99KNew |
$213K - $236K
|
7.99K
$225K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.95KNew |
$211K - $235K
|
7.95K
$224K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6.79KNew |
$181K - $201K
|
6.79K
$191K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.51K+ 1.32% |
$146K - $163K
|
423K
$11.9M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.38K+ 68.12% |
$143K - $159K
|
13.3K
$374K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.58K+ 27.32% |
$122K - $135K
|
21.3K
$601K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.31K+ 6.9% |
$87.9K - $97.8K
|
51.2K
$1.44M
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.95K+ 4.16% |
$51.9K - $57.7K
|
48.9K
$1.38M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$26.6 - $29.6
|
1
$28.2
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.22KNew |
$197K - $234K
|
8.22K
$232K
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.62KNew |
$183K - $217K
|
7.62K
$215K
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.08K+ 13.09% |
$146K - $173K
|
52.5K
$1.48M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3KNew |
$72.1K - $85.3K
|
3K
$84.5K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.7K+ 15.13% |
$569K - $621K
|
181K
$5.09M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.47K+ 3.96% |
$59K - $64.5K
|
64.8K
$1.82M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
941New |
$22.5K - $24.6K
|
941
$26.5K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4+ 0.02% |
$95.8 - $105
|
21.6K
$607K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.1KNew |
$309K - $344K
|
14.1K
$397K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.1KNew |
$265K - $295K
|
12.1K
$340K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
221New |
$4.85K - $5.4K
|
221
$6.23K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33New |
$724 - $806
|
33
$930
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
75.9KNew |
$1.71M - $1.83M
|
75.9K
$2.14M
|
|
Q1 2023 | |||||||
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
600New |
$12.3K - $13.5K
|
600
$16.9K
|
|
Q4 2022 | |||||||
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
39.1KNew |
$749K - $848K
|
39.1K
$1.1M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
402New |
$7.71K - $8.73K
|
402
$11.3K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
14.2KNew |
$273K - $323K
|
14.2K
$401K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.17KNew |
$60.8K - $71.9K
|
3.17K
$89.3K
|
|
Q1 2022 | |||||||
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
BUY
|
- |
8+ 0.07% |
$180 - $204
|
12.1K
$340K
|
|
Q2 2021 | |||||||
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
254New |
$6.25K - $6.65K
|
254
$7.16K
|